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AEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
951
Tower Bridge Advisors
Pennsylvania
$574K – – –
4WM
952
49 Wealth Management
Texas
$573K +$26K +220 +5%
FBB
953
Fulton Breakefield Broenniman
Maryland
$573K – – –
WIM
954
WealthPlan Investment Management
Nebraska
$570K +$1.18K +10 +0.2%
IHL
955
Investment House LLC
California
$570K -$44.3K -375 -7%
CB
956
Cadence Bank
Mississippi
$569K -$2.6K -22 -0.4%
MWM
957
Modern Wealth Management
Kansas
$569K +$40.4K +342 +7%
KCPG
958
Kavar Capital Partners Group
Kansas
$568K +$1.18K +10 +0.2%
4WM
959
44 Wealth Management
Oregon
$568K +$6.02K +51 +1%
SCM
960
Stevens Capital Management
Pennsylvania
$566K +$580K +4,910 New
HPWM
961
High Point Wealth Management
New Jersey
$566K +$579K +4,905 New
SPC
962
Spirepoint Private Client
Florida
$560K +$31.1K +263 +6%
AMIM
963
Aull & Monroe Investment Management
Alabama
$560K +$11.8K +100 +2%
BFG
964
Birch Financial Group
New Hampshire
$556K +$240K +2,028 +73%
CPIA
965
Cornell Pochily Investment Advisors
New York
$556K +$709 +6 +0.1%
NB
966
Northwest Bancshares
Pennsylvania
$555K -$31.3K -265 -5%
BTI
967
Blue Trust Inc
Georgia
$554K +$9.21K +78 +2%
SYBT
968
Stock Yards Bank & Trust
Kentucky
$554K +$1.18K +10 +0.2%
JF
969
Jump Financial
Illinois
$553K -$1.63M -13,770 -74%
RPC
970
Rossmore Private Capital
Connecticut
$553K – – –
SEP
971
Southland Equity Partners
Missouri
$553K -$10.4K -88 -2%
RCM
972
Radnor Capital Management
Pennsylvania
$552K – – –
IIC
973
Ironwood Investment Counsel
Arizona
$552K – – –
PWAM
974
Pinnacle West Asset Management
Wyoming
$551K -$8.86K -75 -2%
FOFP
975
Fee-Only Financial Planning
South Carolina
$550K – – –
37 38
39
40 41